AUMdb

Hp Uov 401 K Retirement Plan

Sponsored by The Health Plan Of West Virginia, Inc. · EIN 550585592 · Plan #002 · Wheeling, WV

Total assets
$54.6M
Net assets
$54.6M
Active participants
513
With balances
712

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mckinley Carter Wealth Services, Inc. CRD 135184 fuzzy_auto · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mckinley Carter Wealth Services, In Investment advisory (plan) $78,113
Empower Annuity Insurance Company O Recordkeeping fees $69,457
Dunbar Bender & Zapf, Inc. Contract administrator $14,125
Empower Advisory Group, Llc Investment management $3,352